Forefront Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Forefront Wealth Partners’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.23M	Buy	30,003 +18,725	+166%	+$2M	1%	27
2026 Q1	$1.2M	Buy	11,278 +1,476	+15%	+$159K	0.5%	50
2025 Q4	$1.05M	Buy	9,802 +153	+2%	+$16.4K	0.5%	49
2025 Q3	$1.03M	Sell	9,649 -9,062	-48%	-$948K	0.26%	79
2025 Q2	$1.99M	Buy	18,711 +3,161	+20%	+$329K	1.37%	22
2025 Q1	$1.64M	Sell	15,550 -3,161	-17%	-$336K	1.12%	23
2024 Q4	$1.99M	Buy	+18,711	New	+$2.01M	1.49%	19

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Forefront Wealth Partners's MUB Position: Q2 2026 in Review

Forefront Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 166% in Q2 2026, buying an estimated $2M and bringing the position to 30,003 shares worth $3.23M. The position accounts for 1% of the portfolio, ranked #27.

Forefront Wealth Partners first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Forefront Wealth Partners held 30,003 shares of iShares National Muni Bond ETF worth $3.23M as of Q2 2026.
Forefront Wealth Partners bought 18,725 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2M.
iShares National Muni Bond ETF made up 1% of Forefront Wealth Partners's portfolio in Q2 2026, its #27 holding.
Forefront Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.